[7Figures2Commas]

> Theranos and Valeant seem like entirely different businesses.

I think you're missing the point I was making: Valeant is a timely and interesting example of what can happen to the valuation of a company under fire.

> I don't have much information, but I'm not all that convinced Valeant has real fraud issues.

If you don't have much information, how can you be convinced of anything one way or the other?